ON-GOING SERVICES
Below are services Heintz + Clark, Ltd provides on an on-going basis. This is meant as a guide to assist our clients through the tax year so they have a good understanding of what they should be doing and when.
· Tax Projection (Quarterly, Semi-Annual, or Annual)……………………………. $500 - $1,500
o Customized Estimated Payments
o Estimate tax owed/refund due
· Tax Planning (Annual or Semi-Annual)……………………………………………………. $1,000 - $5,000
o STRATEGY – beyond the “math” of a tax projection
o Creative solutions
o Recommendations to reduce tax liability and increase profitability
o Based on client goals, needs, objectives
o In-person or Zoom meeting to discuss Plan
o Recommendations tailored for the client
· Tax Preparation (Annual) ………………………………………………………………………..…….. Varies
o Compliance Service. A “report card” of the year
o Estimated payments based on IRS calculation (if required)
o Necessary bookkeeping is billed separately
o 15 minute Zoom meeting to review (if requested)
· Accounting Department for Hire ……………………………………………………………..Varies
o Bookkeeping (Monthly, Quarterly, or Annually)
o Payroll (Bi-weekly, Monthly, or Quarterly)
o CFO Services (Monthly, or Quarterly)
o Controller Services (Monthly, or Quarterly)
· Cost Segregation (As Needed)…………………………………………………………………… $750 - $10,000
o Detailed report on building to determine accelerated depreciation
o Analysis of tax savings based on client’s individual tax situation
o Report can be used as support in the event of an audit
· Business Valuation (As Needed) ……………………………………………………………….. $750 - $5,000
o Provides estimated value of a business for a sale or purchase
o Can be used to determine value for an employee or existing owner buying in